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Level 2

How do I split a bank transaction to multiple projects?

The split only allows customers, but I want to split a payment to a contractor into multiple projects that they were working on?  

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Best answer July 10, 2020

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QuickBooks Team

How do I split a bank transaction to multiple projects?

Hi there, kent-kuntz.

 

QuickBooks has the option to split an expense or payment between multiple projects. We can simply select the projects from the Customer drop-down menu. I'll show you how:

 

  1. Go to the Banking menu, then choose the appropriate bank account.
  2. In the For Review tab, locate then click the transaction to expand the view.
  3. Click Split next to the Add button.
  4. Select the appropriate vendor in the Payee drop-down menu.
  5. Enter the necessary information.
  6. From the Customer drop-down menu, select the appropriate projects you want to split the transaction into.
  7. Place a checkmark on the Billable option if applicable.
  8. Select Save and add.

I've also included an article that will help you in reviewing and matching your downloaded bank and credit card transactions.

 

I'll be right here to continue helping if you have any other concerns or follow-up questions. Stay safe and have a great rest of the weekend.

View solution in original post

1 Comment
Highlighted
QuickBooks Team

How do I split a bank transaction to multiple projects?

Hi there, kent-kuntz.

 

QuickBooks has the option to split an expense or payment between multiple projects. We can simply select the projects from the Customer drop-down menu. I'll show you how:

 

  1. Go to the Banking menu, then choose the appropriate bank account.
  2. In the For Review tab, locate then click the transaction to expand the view.
  3. Click Split next to the Add button.
  4. Select the appropriate vendor in the Payee drop-down menu.
  5. Enter the necessary information.
  6. From the Customer drop-down menu, select the appropriate projects you want to split the transaction into.
  7. Place a checkmark on the Billable option if applicable.
  8. Select Save and add.

I've also included an article that will help you in reviewing and matching your downloaded bank and credit card transactions.

 

I'll be right here to continue helping if you have any other concerns or follow-up questions. Stay safe and have a great rest of the weekend.

View solution in original post

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